Get streamlined views of forecast hierarchies with user filters to more efficiently manage your forecasts
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Feb 1, 2022 |
Business value
Complex organizations are supported by employees in a variety of roles. While these roles may be essential for the success of the business, not all of them are opportunity owning or need to forecast future sales revenue. Administrators can filter relevant user records from the forecast hierarchy. This will allow sellers and managers to view only the user records that are of interest for the sales forecasting process, thus decluttering the forecast grid.
Feature details
Declutter the forecast grid by filtering only those records that are of interest for the sales forecasting process.
The following capabilities are available in this feature:
- Administrators will have a new step in the forecast configuration to define hierarchy filters. This step allows the administrators to add rules to specify which hierarchy records should be included within the forecast.
- Users will see the filtered hierarchy in their forecast grid, trend chart, and deal flow charts.